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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,902 | $202,342-53.1% | $172,752-45.1% | $152,897-37.9% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 21.71% | 1029.83%-1008.1pp | 802.97%-781.3pp | 345.43%-323.7pp |
| Employer contribution / active EE | $1,807 | $5,858-69.1% | $5,144-64.9% | $4,764-62.1% |
| Participant deferral / active EE | $3,905 | $5,948-34.3% | $5,198-24.9% | $5,851-33.3% |
| Admin fee / account holder | $743 | $17,111-95.7% | $13,955-94.7% | $11,599-93.6% |